FSA
Fort Sheridan Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
23,074
+720
| +3% | +$31K | 0.14% | 106 |
|
|
2025
Q1 | $920K | Sell |
22,354
-3,706
| -14% | -$153K | 0.14% | 106 |
|
|
2024
Q4 | $1.13M | Buy |
26,060
+5,255
| +25% | +$228K | 0.17% | 93 |
|
|
2024
Q3 | $890K | Buy |
20,805
+6
| +0% | +$257 | 0.14% | 108 |
|
|
2024
Q2 | $808K | Sell |
20,799
-1,483
| -7% | -$57.6K | 0.13% | 107 |
|
|
2024
Q1 | $869K | Buy |
22,282
+7
| +0% | +$273 | 0.16% | 90 |
|
|
2023
Q4 | $822K | Sell |
22,275
-6,490
| -23% | -$240K | 0.16% | 92 |
|
|
2023
Q3 | $823K | Sell |
28,765
-474
| -2% | -$13.6K | 0.19% | 89 |
|
|
2023
Q2 | $887K | Buy |
29,239
+43
| +0.1% | +$1.31K | 0.2% | 84 |
|
|
2023
Q1 | $996K | Buy |
29,196
+11,582
| +66% | +$395K | 0.25% | 75 |
|
|
2022
Q4 | $758K | Sell |
17,614
-626
| -3% | -$26.9K | 0.25% | 76 |
|
|
2022
Q3 | $794K | Buy |
18,240
+1,489
| +9% | +$64.8K | 0.27% | 69 |
|
|
2022
Q2 | $794K | Buy |
16,751
+1,779
| +12% | +$84.3K | 0.26% | 68 |
|
|
2022
Q1 | $849K | Sell |
14,972
-92
| -0.6% | -$5.22K | 0.25% | 70 |
|
|
2021
Q4 | $882K | Buy |
15,064
+515
| +4% | +$30.2K | 0.25% | 67 |
|
|
2021
Q3 | $853K | Buy |
14,549
+160
| +1% | +$9.38K | 0.28% | 64 |
|
|
2021
Q2 | $799K | Buy |
14,389
+140
| +1% | +$7.77K | 0.27% | 66 |
|
|
2021
Q1 | $831K | Buy |
14,249
+5,320
| +60% | +$310K | 0.33% | 54 |
|
|
2020
Q4 | $428K | Buy |
8,929
+1,411
| +19% | +$67.6K | 0.21% | 68 |
|
|
2020
Q3 | $286K | Buy |
7,518
+45
| +0.6% | +$1.71K | 0.17% | 81 |
|
|
2020
Q2 | $281K | Sell |
7,473
-118
| -2% | -$4.44K | 0.17% | 75 |
|
|
2020
Q1 | $234K | Buy |
7,591
+1,000
| +15% | +$30.8K | 0.17% | 71 |
|
|
2019
Q4 | $371K | Buy |
+6,591
| New | +$371K | 0.2% | 70 |
|